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JONES/COVEY GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameJONES/COVEY GROUP, INC. 401(K) PLAN
Plan identification number 001

JONES/COVEY GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JONES COVEY GROUP has sponsored the creation of one or more 401k plans.

Company Name:JONES COVEY GROUP
Employer identification number (EIN):330972369
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES/COVEY GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES CHAMBERLAIN2023-10-12 JAMES CHAMBERLAIN2023-10-12
0012021-01-01JAMES CHAMBERLAIN2022-10-14 JAMES CHAMBERLAIN2022-10-14
0012020-01-01JAMES CHAMBERLAIN2021-10-15 JAMES CHAMBERLAIN2021-10-15
0012019-01-01JAMES CHAMBERLAIN2020-10-13 JAMES CHAMBERLAIN2020-10-13
0012018-01-01
0012017-01-01

Plan Statistics for JONES/COVEY GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for JONES/COVEY GROUP, INC. 401(K) PLAN

Measure Date Value
2022: JONES/COVEY GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01236
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: JONES/COVEY GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01203
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: JONES/COVEY GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: JONES/COVEY GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01173
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116

Financial Data on JONES/COVEY GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : JONES/COVEY GROUP, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$282,595
Total of all expenses incurred2022-12-31$114,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$48,917
Value of total corrective distributions2022-12-31$34,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$824,057
Value of total assets at end of year2022-12-31$3,370,142
Value of total assets at beginning of year2022-12-31$3,202,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,349
Total interest from all sources2022-12-31$3,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,205
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$337,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$751,804
Participant contributions at end of year2022-12-31$65,207
Participant contributions at beginning of year2022-12-31$69,411
Other income not declared elsewhere2022-12-31$-4
Total non interest bearing cash at end of year2022-12-31$6,488
Total non interest bearing cash at beginning of year2022-12-31$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$167,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,370,142
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,202,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,226,194
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,073,269
Interest on participant loans2022-12-31$3,468
Net investment gain/loss from pooled separate accounts2022-12-31$-544,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$72,253
Employer contributions (assets) at end of year2022-12-31$72,253
Employer contributions (assets) at beginning of year2022-12-31$59,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$48,917
Contract administrator fees2022-12-31$29,144
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILSON IVANOVA CPAS, INC.
Accountancy firm EIN2022-12-31471948460
2021 : JONES/COVEY GROUP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,080,917
Total of all expenses incurred2021-12-31$161,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,371
Value of total corrective distributions2021-12-31$41,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$745,623
Value of total assets at end of year2021-12-31$3,202,531
Value of total assets at beginning of year2021-12-31$2,283,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,246
Total interest from all sources2021-12-31$2,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,909
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$320,200
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$631,959
Participant contributions at end of year2021-12-31$69,411
Participant contributions at beginning of year2021-12-31$16,471
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,573
Other income not declared elsewhere2021-12-31$1
Total non interest bearing cash at end of year2021-12-31$216
Total non interest bearing cash at beginning of year2021-12-31$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$919,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,202,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,283,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,073,269
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,209,017
Interest on participant loans2021-12-31$2,269
Net investment gain/loss from pooled separate accounts2021-12-31$333,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$55,091
Employer contributions (assets) at end of year2021-12-31$59,635
Employer contributions (assets) at beginning of year2021-12-31$57,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$88,371
Contract administrator fees2021-12-31$30,337
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILSON IVANOVA CPAS, INC.
Accountancy firm EIN2021-12-31471948460
2020 : JONES/COVEY GROUP, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$914,050
Total of all expenses incurred2020-12-31$153,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,052
Value of total corrective distributions2020-12-31$43,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$631,766
Value of total assets at end of year2020-12-31$2,283,311
Value of total assets at beginning of year2020-12-31$1,522,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,424
Total interest from all sources2020-12-31$1,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,745
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$228,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$585,240
Participant contributions at end of year2020-12-31$16,471
Participant contributions at beginning of year2020-12-31$14,493
Other income not declared elsewhere2020-12-31$203
Total non interest bearing cash at end of year2020-12-31$763
Total non interest bearing cash at beginning of year2020-12-31$5,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$760,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,283,311
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,522,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$2,209,017
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,450,516
Interest on participant loans2020-12-31$1,092
Net investment gain/loss from pooled separate accounts2020-12-31$280,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$46,526
Employer contributions (assets) at end of year2020-12-31$57,060
Employer contributions (assets) at beginning of year2020-12-31$52,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,052
Contract administrator fees2020-12-31$20,679
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILSON IVANOVA CPAS, INC.
Accountancy firm EIN2020-12-31471948460
2019 : JONES/COVEY GROUP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$830,525
Total income from all sources (including contributions)2019-12-31$830,525
Total of all expenses incurred2019-12-31$112,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,846
Value of total corrective distributions2019-12-31$45,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$622,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$622,171
Value of total assets at end of year2019-12-31$1,522,665
Value of total assets at beginning of year2019-12-31$804,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,087
Total interest from all sources2019-12-31$435
Total interest from all sources2019-12-31$435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$900
Administrative expenses professional fees incurred2019-12-31$900
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$152,200
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$565,497
Contributions received from participants2019-12-31$565,497
Participant contributions at end of year2019-12-31$14,493
Participant contributions at beginning of year2019-12-31$83
Participant contributions at beginning of year2019-12-31$83
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,041
Total non interest bearing cash at end of year2019-12-31$5,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$718,255
Value of net income/loss2019-12-31$718,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,522,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,522,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$804,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$804,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,450,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,450,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$758,876
Interest on participant loans2019-12-31$435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$207,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,633
Employer contributions (assets) at end of year2019-12-31$52,633
Employer contributions (assets) at end of year2019-12-31$52,633
Employer contributions (assets) at beginning of year2019-12-31$45,451
Employer contributions (assets) at beginning of year2019-12-31$45,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$52,846
Contract administrator fees2019-12-31$13,187
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GYL LLP
Accountancy firm EIN2019-12-31330482495
Accountancy firm EIN2019-12-31330482495

Form 5500 Responses for JONES/COVEY GROUP, INC. 401(K) PLAN

2022: JONES/COVEY GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JONES/COVEY GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JONES/COVEY GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JONES/COVEY GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125442
Policy instance 1
Insurance contract or identification number125442
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,503
Total amount of fees paid to insurance companyUSD $1,535
Commission paid to Insurance BrokerUSD $7,503
Insurance broker organization code?3
Amount paid for insurance broker fees1535
Additional information about fees paid to insurance brokerCONTRACT MAINTENANCE & RETENTION. TPA FORUM.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125442
Policy instance 1
Insurance contract or identification number125442
Number of Individuals Covered187
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,375
Total amount of fees paid to insurance companyUSD $1,343
Commission paid to Insurance BrokerUSD $11,375
Insurance broker organization code?3
Amount paid for insurance broker fees499
Additional information about fees paid to insurance brokerCONTRACT MAINTENANCE AND RETENTION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125442
Policy instance 1
Insurance contract or identification number125442
Number of Individuals Covered148
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,250
Total amount of fees paid to insurance companyUSD $835
Commission paid to Insurance BrokerUSD $8,250
Insurance broker organization code?3
Amount paid for insurance broker fees835
Additional information about fees paid to insurance brokerCONTRACT MAINTENANCE AND RETENTION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125442
Policy instance 1
Insurance contract or identification number125442
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,249
Total amount of fees paid to insurance companyUSD $529
Commission paid to Insurance BrokerUSD $5,249
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONTRACT MAINTENANCE AND RETENTION

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